Plan Ledger DOL Form 5500 · updated monthly

Newmeyer & Dillion, LLP401(k)

NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Newmeyer & Dillion, LLP reported $184,411 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $11,093 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.441%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,985th-largest of 9,483 plans among California employers on file, and the 3,090th of 11,654 in professional & technical services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$43,517,296
Participants with balances134
Active participants97
Employer contributions$1,075,975
Employee contributions$910,456
Employer contribution per active participant$11,093
Average account balance$324,756
Benefits paid to participants$2,944,436
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.5M · 134 accts · $1.1M emplr
2023$40.1M · 137 accts · $1.2M emplr
2022$34.5M · 128 accts · $803K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,982
Investment management$143,429
Total administrative$184,411
The Newmeyer & Dillion, LLP 401(k) match · 2024
Employer contribution per active participant$11,093
Median for plans this size$2,416
2024$11,093 per active participant
2023$11,585 per active participant
2022$8,114 per active participant

Newmeyer & Dillion, LLP's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
RETIREMENT PLAN CONSULTANTS, LLC · Plan administrator · Recordkeeping$40,982
MCMILL WEALTH MANAGEMENT, LLC · Investment advisory (plan) · Investment advisory (participants)$42,693
SARATOGA RESEARCH & INVESTMENT · Securities brokerage$37,513
ABBATE, JUNE & ASSOCIATES · Securities brokerage$18,803
THE SHADDEN GROUP · Securities brokerage$16,088
MARYLAND CAPITAL ADVISORS · Securities brokerage$14,448
THE BAHNSEN GROUP · Securities brokerage$7,537
BLUE KAYAK PARTNERS LLC · Securities brokerage$6,510

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024RETIREMENT PLAN CONSULTANTS, LLC
2023RETIREMENT PLAN CONSULTANTS, LLC

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Administrative cost history3
2024$184,411 · 0.44%
2023$169,640 · 0.45%
2022$163,810 · 0.44%
Same employer
Similar plansProfessional & Technical Services · California
Brayton Purcell, LLP CA$43.7M · 0.15%
Wave Computing CA$43.6M · 0.18%
Smartthings, Inc. CA$43.6M · 0.24%
Mercury Technologies, Inc CA$43.3M · 0.07%
Canvas Worldwide LLC CA$43.1M · 0.38%
Standish Management, LLC CA$42.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330051418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.